- February 18, 2021
- Presentations, Technical Resource
- Death benefits
National Conference 2021
Join us for this first ever clash of the titans as Bryce and Dan go head to head in a winner takes all, no holds barred debate on:
- Testamentary trusts versus super pensions and binding death benefit nominations versus discretion.
- Cover issues like admitting children into the fund, and do SMSF Wills and guardian/appointor roles really work.
You will be judge and jury as session moderator and court sheriff, Brett Kenny, attempts to keep score and order. This session is sure to challenge beliefs and all with a touch of friendly banter!
At the end of the session, you will be able to identify and apply advanced succession planning techniques involving testamentary trusts, superannuation pensions, binding death benefit nominations and much more.
The Great Debate: Hot estate planning & succession planning topics
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association